JOEIX Mutual Fund

NAV$17.04

Returns Overview

1 Month
-3.73%
3 Months
+3.65%
6 Months
+5.97%
YTD
+12.40%
1 Year
+38.10%
3 Years (annualized)
+19.97%
5 Years (annualized)
+7.81%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOEIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+12.40%
Peer Avg (YTD)
+23.08%
vs Peers
-10.67%

JOEIX Mutual Fund Performance

JOEIX performance across multiple time periods: 1-month -3.73%, YTD 12.40%, 1-year 38.10%, 3-year 19.97%, 5-year 7.81%, 10-year 9.82%.

JOEIX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

JOEIX performance comparison shows side-by-side returns with another fund. JOEIX alternatives are available in the Mutual Fund Screener.